The Trust Company of Tennessee has hired Monica “Mona” Villa as an administrative services coordinator, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville […]
The Trust Company of Tennessee’s Humphrey earns CTFA certification
Michael Humphrey, relationship manager for The Trust Company of Tennessee, has earned the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association. The certification acknowledges expertise in […]
The Trust Company of Tennessee News | Q1 2024
In the latest news from The Trust Company of Tennessee, President Daniel Carter shares about the company’s giving culture; Associate Relationship Manager Laura Beeler discusses goals-based wealth management; we share important IRA tax deadline reminders; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
Staff Spotlight: Cassie Brown
Cassie has been promoted to administrative services manager and uses her many strengths to make other people’s lives easier – and her passion is contagious.
IRA tax deadline reminders
Here are some friendly IRA reminders to consider in advance of the April 15 tax deadline.
Goals-based wealth management
Investment horizons and cash needs come in various ranges, and goals-based wealth management employs asset allocation to allow you to reach savings goals simultaneously.
Retirement Plan Academy: 2024 Investment Themes & Portfolio Changes
The Trust Company of Tennessee’s Retirement Plan Academy helps plan sponsors build knowledge through concise workshops that offer advice and best practices at no cost.
The Trust Company of Tennessee’s Beeler earns CFP® designation
Laura Beeler, associate relationship manager for The Trust Company of Tennessee, has earned CERTIFIED FINANCIAL PLANNER™ designation, based on completing all training and experience requirements to obtain the certification. Founded […]
The Trust Company of Tennessee adds Smith as retirement plan transaction specialist
The Trust Company of Tennessee has hired Jamari Smith as a retirement plan services (RPS) transaction specialist, based in the firm’s Knoxville office. Founded in 1987 and with offices in […]
Investment Summary | Ending 12/31/2023
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
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